Manually tracked outgoing emails are not marked as tracked on other users outlook
There are several scenarios where a company uses CRM as the main e-mail repository and needs to track manually incoming and/or outgoing emails from Outlook to CRM so as to organize under certain entities and specific records and archive them.
In such scenarios, it is very important that ...
Allow specific contacts to be excluded from Automatic Email tracking rules
We have internal staff included as Contacts within our CRM as well as Users - this was needed so that internal staff can also be sent copies of Email Marketing emails sent through D365 Customer Insights - Journeys.
As our users mostly have their Personal Email settings set to ...
Ability for System Admins to approve mailboxes
Only those with Exchange Admin or o365 Global Admin permissions can approve D365 mailboxes. Our IT department rightly don't want us to have these permissions as it will allow us to do some much more than we actually need. D365 System Admins should have the ability to approve mailboxes themselve...
Tracked Icon in Dynamics 365 App for Outlook
When an email is tracked through Dynamics 365 App for outlook it does not show track icon against that email Wherein in Dynamics 365 client for outlook we are able to see track icon. In order to check that if email is t...
Unable to track multiple emails together using Dynamics 365 App for outlook
When using Dynamics 365 client for outlook we have the option to select multiple emails at once and track them all at once. But we do have have this option when using Dynamics 365 lightweight app.
It would be good if we can select multiple emails and track emails at once using Dynamics ...
Feature parity when connecting Outlook integration to a (none dynamics) model-driven app
Recently I connected Dynamics/CDS App for Outlook form Appsource to a model-driven power app to track e-mails against the account and contact base. The integration worked but with a few differences compared to running it against a dynamics 365 sales instance. 1. Activity roll-up to parent accou...
Track Outgoing email in Dynamics App for Outlook on MAC
as per MS article https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#feature-support-per-client. Dynamics App for Outlook for MAC can only track Received email. I will be good if there is an option also to track Outgoing emails as on ...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Naitik Shah
PM, Microsoft.
"Dynamics 365 App for Outlook User" security role, when added to a team, to be able to propagate the privileges for users in that team
Hello,
In article How to deploy Dynamics 365 App for Outlook | Microsoft Learn it is stated...
Customer should have option to choose default browser when using Dynamics 365 for Outlook
With the new update, now we only have Edge as default browser:
https://devblogs.microsoft.com/microsoft365dev/microsoft-edge-webview-for-office-add-ins/
https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins
We want to have options ...
Need ability to track multiple emails at once using Dynamics 365 App for Outlook
Our team is very concerned that the current Dynamics 365 add-in is being depreciated in Oct 2020 when the ability to track multiple emails at once has not yet been added to the replacement Dynamics 365 App for Outlook. We communicate with our clients primarily via email with a long sales proces...
Administrator
Thank you for your feedback. Dynamics 365 App for outlook uses outlook category to identify records tracked in Dynamics 365. Please refer to the following link for more information: Use Outlook category to track appointments and emails
Sincerely,
Naitik Shah
PM, Microsoft.